Business Details
Expert Investment Portfolio Management Services
WealthTrust Asset Management has dedicated itself to delivering personalized investment solutions since our founding. Our team combines over 25 years of portfolio management experience with a proprietary quantitative methodology to remove emotional bias from investment decisions. We specialize in providing discretionary portfolio management services to financial advisors and their clients through our DBS Portfolios, which include strategies ranging from conservative fixed income to tactical AI-driven ETF solutions. Our size enables rapid trade execution while maintaining accessibility - clients receive direct access to our lead portfolio manager.We prioritize transparency through tools like our complimentary 17 Point Check, which evaluates portfolio health against industry benchmarks. As a SEC Registered Investment Adviser (CRD 174901), we adhere to the highest standards of fiduciary responsibility while maintaining partnerships with major platform providers like Fidelity and Schwab. Our hedging strategy, designed to mitigate market downturn risks, reflects our commitment to innovative risk management. We measure success through our ability to execute our investment process consistently while providing exceptional service to advisors seeking alternative management solutions.
Services
Portfolio Management
Hedging Strategy
17 Point Check
ETF Solutions
Sub-Advisory Services
Highlights and features
- We implement a proprietary quantitative investment process with 25+ years of proven track record
- Our size enables rapid trade execution while maintaining personalized service accessibility
- Direct access to lead portfolio manager via dedicated contact channels
- Innovative hedging strategy designed to mitigate market downturn risks
- Complimentary 17 Point Check portfolio health evaluation with benchmark comparisons
Associations and certifications
- SEC Registered Investment Adviser
Services
Portfolio Management
Our DBS Portfolios deliver tailored investment solutions using a proprietary quantitative methodology. With strategies spanning conservative fixed income to aggressive growth options, we provide discretionary portfolio management that removes emotional bias from decision-making. Our SEC-registered team executes trades efficiently while maintaining accessibility for advisors and clients.
Hedging Strategy
We employ a trend analysis system to mitigate market downturn risks through strategic ETF positioning. This dynamic approach adjusts equity exposure based on market signals, utilizing instruments like SPY and QQQ ETFs. While not guaranteeing protection, our strategy aims to reduce portfolio volatility during significant market corrections.
17 Point Check
This complimentary equity portfolio review evaluates holdings across 17 key metrics including PEG ratios and EPS surprises. The comprehensive report compares client portfolios against industry benchmarks and our DBS Portfolio averages, providing actionable insights for advisors and their clients to optimize investment health.
People
John G. McHugh
President Chief Investment Officer
With over 25 years in portfolio management, John leads WealthTrust's investment strategies. He developed the proprietary DBS methodology and maintains direct client relationships. His expertise in quantitative analysis and risk management drives the firm's innovative approach to investment solutions.
Questions
What investment strategies does WealthTrust offer?
We offer DBS Portfolios spanning conservative fixed income, growth options, and tactical AI-driven ETF strategies using our proprietary quantitative methodology.
How does WealthTrust manage market risk?
Our dynamic hedging strategy uses trend analysis to adjust equity exposure, employing ETFs like SPY and QQQ to potentially reduce portfolio volatility during market corrections.
Can advisors access portfolio performance data?
Yes, we provide Morningstar Fact Sheets and our 17 Point Check portfolio review tool for detailed performance analysis and benchmark comparisons.
How can advisors partner with WealthTrust?
We offer sub-advisory agreements or integration through major platforms including Fidelity, Schwab, and Orion Communities for seamless portfolio management access.
